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Started By
Message
re: Let's do a top 5 equity portfolio for 2018
Posted on 3/10/18 at 8:39 pm to dirtsandwich
Posted on 3/10/18 at 8:39 pm to dirtsandwich
quote:
Since we are having so much trouble with morningstar, I think we should just start over. No need to really look at anyone performance to date. Let’s just move along.
Come on man...Don’t give up hope...Over 8 1/2 months left to go and you’re knocking on the door of breaking into the top 30. LOL!
This post was edited on 3/10/18 at 8:41 pm
0
Posted on 3/10/18 at 8:43 pm to Moots
quote:
but we do have a new number 1 since the 3/1 update.
And some of you do this for a living
J/K. Pure luck I am even top 10 much less took the lead.
Posted on 3/10/18 at 9:50 pm to Moots
That's a lot of work. Thanks for doing it. 
Did you add dividends this year back into the stock prices?
Did you add dividends this year back into the stock prices?
Posted on 3/11/18 at 9:58 am to LSURussian
@LSURussian,
I just went to each stock individually on Morningstar, scrolled down about 3 sections and grabbed the YTD from there.
Example:
I just went to each stock individually on Morningstar, scrolled down about 3 sections and grabbed the YTD from there.
Example:
Posted on 3/11/18 at 9:59 am to Moots
Nice. That figure should include dividends.
Posted on 3/11/18 at 11:45 am to Moots
Celg is going to kill me standings. Also no idea how the tariffs will impact whirlpool.
Posted on 3/12/18 at 10:14 am to Moots
Checked math on returns. They are proper.
How are you getting Morningstar to recognize the positions as equal weight instead of on a per share basis?
ETA: my solution is just exporting them out to excel and using a weighted average formula built into the excel sheet. I’m assuming this is what you are doing as well?
How are you getting Morningstar to recognize the positions as equal weight instead of on a per share basis?
ETA: my solution is just exporting them out to excel and using a weighted average formula built into the excel sheet. I’m assuming this is what you are doing as well?
This post was edited on 3/12/18 at 10:46 am
Posted on 3/12/18 at 1:52 pm to LSUcam7
quote:Good to know!
Checked math on returns. They are proper.
quote:When you set up a watchlist in Morningstar, it defaults all the positions to a quantity of 1 value per share of $1.00...But not sure I'm understanding your question.
How are you getting Morningstar to recognize the positions as equal weight instead of on a per share basis?
quote:Pretty much, I'm exporting to excel, summing the %YTD returns for each participant's 5 stocks, and dividing by 5!
ETA: my solution is just exporting them out to excel and using a weighted average formula built into the excel sheet. I’m assuming this is what you are doing as well?
Posted on 3/12/18 at 9:37 pm to Moots
quote:
Morningstar, it defaults all the positions to a quantity of 1 value per share of $1.00
I thought this too but the % YTD it calculates is based on current $ price per one share.
So if you have one share of AMZN @ $1500 and a share of four other stocks @ $50/sh then AMZN ends up being the majority of the return Morninstar calculates.
It would be easier if Morningstar allowed an equal sum of money invested in position so you didn’t have to carry it over to Excel.
Posted on 3/13/18 at 6:59 am to LSUcam7
No.
Posted on 3/13/18 at 10:57 am to LSURussian
Yes.
But tell me if you have settings set up in a different way that equal weights the positions.
Posted on 3/13/18 at 11:09 am to LSUcam7
quote:Moots and I are not assuming each poster has a portfolio made up of the five stocks. We simply average the YTD returns of five stocks. He's already explained that to you above.
But tell me if you have settings set up in a different way that equal weights the positions.
There is no weighting of the stocks to arrive at a weighted average. If AMZN is up 20% and MSFT is up 15%, the average YTD return on those stocks is 17.5% in our calculation.
So......no.
Posted on 3/13/18 at 11:22 am to LSURussian
We were just speaking on two different subjects. I was talking about the tool Morninstar offers and you were talking about my calculation method.
But to the point...
By averaging the YTD returns, you and Moots are effectively “weighting” the returns, so the numbers should be very close whether you weight the positions or weight the returns afterwards.
No big deal & court adjourned.
But to the point...
By averaging the YTD returns, you and Moots are effectively “weighting” the returns, so the numbers should be very close whether you weight the positions or weight the returns afterwards.
No big deal & court adjourned.
Posted on 3/16/18 at 7:31 am to LSURussian
Looks like MorningStar has their %YTD working again...We're back in business!
The top three are separating from the pack! Stout holding strong at number 1 with a super tight battle between Zilla and Who_Dat_Tiger for second and third...
User standings as of close of trading 3/15/2018
This post was edited on 3/16/18 at 7:44 am
Posted on 3/16/18 at 8:52 am to Moots
Posted on 3/22/18 at 9:00 am to LSURussian
Quick update...
Not much has changed in the top ten since the last update! The Stout Rout continues...Zilla and Who_Dat_Tiger have swapped their 2nd and 3rd positions while wutangfinancial has broken into the top ten by bumping BanaaPeel to 11th.
As of the close of trading 3/21/2018:
Not much has changed in the top ten since the last update! The Stout Rout continues...Zilla and Who_Dat_Tiger have swapped their 2nd and 3rd positions while wutangfinancial has broken into the top ten by bumping BanaaPeel to 11th.
As of the close of trading 3/21/2018:
Posted on 3/27/18 at 9:29 am to Moots
Another quick update after a few wild swings in both directions from the market, since our last update.
Again, not much has changed in the top 10. Zilla and TimeOutdoors have swapped the 3rd and 4th position, while wutangfinancial has bumped me from 9th to 10th.
As of market close 3/26/18
Again, not much has changed in the top 10. Zilla and TimeOutdoors have swapped the 3rd and 4th position, while wutangfinancial has bumped me from 9th to 10th.
As of market close 3/26/18
Posted on 3/27/18 at 10:25 am to Moots
Shocking considering my VRX call lol
Posted on 3/27/18 at 12:08 pm to Moots
Honestly I think my EGO stock will go bankrupt by end of the year, or at best, reverse split
Posted on 4/4/18 at 7:50 am to Moots
What's the old saying..."The more things change, the more they stay the same".
A little bit of shuffling around in the top ten, but the players remain the same, with the exception of Costanza breaking into the Top 10 while wutangfincial slides out and down to 15.
The stout route continues but TimeOutdoors has closed to within a point...While 45% (nearly half) of our participants are in the RED!
As of end of trading 4/3/2018
A little bit of shuffling around in the top ten, but the players remain the same, with the exception of Costanza breaking into the Top 10 while wutangfincial slides out and down to 15.
The stout route continues but TimeOutdoors has closed to within a point...While 45% (nearly half) of our participants are in the RED!
As of end of trading 4/3/2018
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